Q3 2024 |
1,098 |
$2.69B |
+$100M |
-$326M |
-$225M |
VOO, AAPL, NVDA, COST, MSFT
|
13F-HR |
11/8/2024, 01:26 PM |
Q2 2024 |
1,195 |
$2.8B |
+$253M |
-$129M |
+$125M |
VOO, AAPL, NVDA, MSFT, COST
|
13F-HR |
8/6/2024, 05:51 PM |
Q1 2024 |
1,230 |
$2.68B |
+$367M |
-$115M |
+$252M |
VOO, AAPL, NVDA, MSFT, COST
|
13F-HR |
5/14/2024, 06:53 PM |
Q4 2023 |
1,084 |
$2.25B |
+$168M |
-$120M |
+$48.6M |
VOO, AAPL, MSFT, AMZN, NVDA
|
13F-HR |
2/12/2024, 10:21 AM |
Q3 2023 |
1,057 |
$2B |
+$262M |
-$269M |
-$6.28M |
VOO, AAPL, SGOV, MSFT, AMZN
|
13F-HR |
11/14/2023, 03:31 PM |
Q2 2023 |
1,064 |
$2.09B |
+$231M |
-$272M |
-$41.3M |
BIL, AAPL, VOO, MSFT, AMZN
|
13F-HR |
8/14/2023, 09:40 AM |
Q1 2023 |
1,077 |
$1.99B |
+$272M |
-$217M |
+$54.9M |
VOO, AAPL, MSFT, BIL, AMZN
|
13F-HR |
5/9/2023, 11:41 AM |
Q4 2022 |
1,057 |
$1.82B |
+$76.5M |
-$121M |
-$44.6M |
BIL, AAPL, VOO, MSFT, AMZN
|
13F-HR |
1/31/2023, 11:26 AM |
Q3 2022 |
1,045 |
$1.78B |
+$334M |
-$251M |
+$82.5M |
BIL, AAPL, VOO, AMZN, MSFT
|
13F-HR |
10/17/2022, 06:05 PM |
Q2 2022 |
1,070 |
$1.83B |
+$172M |
-$119M |
+$53.4M |
VOO, AAPL, MSFT, AMZN, IVV
|
13F-HR |
7/21/2022, 02:06 PM |
Q1 2022 |
1,099 |
$2.18B |
+$202M |
-$215M |
-$13M |
VOO, AAPL, AMZN, MSFT, BIL
|
13F-HR |
4/19/2022, 04:25 PM |
Q4 2021 |
1,171 |
$2.32B |
+$149M |
-$85.2M |
+$63.9M |
VOO, AAPL, AMZN, MSFT, SHV
|
13F-HR |
1/13/2022, 12:35 PM |
Q3 2021 |
1,167 |
$2.11B |
+$121M |
-$86.1M |
+$34.5M |
VOO, AAPL, AMZN, SHV, MSFT
|
13F-HR |
10/7/2021, 05:33 PM |
Q2 2021 |
1,156 |
$2.11B |
+$263M |
-$81.4M |
+$181M |
VOO, AAPL, AMZN, MSFT, SHV
|
13F-HR |
7/27/2021, 02:44 PM |
Q1 2021 |
1,071 |
$1.8B |
+$669M |
-$40.5M |
+$629M |
VOO, AAPL, AMZN, SHV, MSFT
|
13F-HR |
4/26/2021, 05:03 PM |
Q4 2020 |
865 |
$1.13B |
+$120M |
-$131M |
-$10.4M |
AAPL, AMZN, MSFT, GOOGL, SPY
|
13F-HR |
2/12/2021, 08:48 PM |
Q3 2020 |
930 |
$1.04B |
+$135M |
-$166M |
-$30.9M |
AAPL, AMZN, MSFT, SPY, MINT
|
13F-HR |
10/20/2020, 02:18 PM |
Q2 2020 |
954 |
$1.06B |
+$141M |
-$88.2M |
+$52.5M |
AAPL, AMZN, MSFT, GOOGL, META
|
13F-HR |
7/15/2020, 05:40 PM |
Q1 2020 |
880 |
$840M |
+$66.9M |
-$142M |
-$74.7M |
AAPL, AMZN, MSFT, GOOGL, SPY
|
13F-HR |
4/16/2020, 05:54 PM |
Q4 2019 |
992 |
$1.12B |
+$86.5M |
-$56.6M |
+$29.9M |
AAPL, AMZN, MSFT, BPR, T
|
13F-HR |
1/16/2020, 04:34 PM |
Q3 2019 |
976 |
$1.02B |
+$82M |
-$56.6M |
+$25.4M |
AAPL, AMZN, MSFT, BPR, T
|
13F-HR |
10/17/2019, 04:52 PM |
Q2 2019 |
984 |
$965M |
+$93.2M |
-$56.3M |
+$36.9M |
AAPL, AMZN, MSFT, BPR, SPY
|
13F-HR |
7/31/2019, 05:47 PM |
Q1 2019 |
924 |
$931M |
+$94.8M |
-$40.1M |
+$54.7M |
AAPL, AMZN, BPR, MSFT, BRKB
|
13F-HR |
4/17/2019, 05:00 PM |
Q4 2018 |
835 |
$743M |
+$88.3M |
-$72.5M |
+$15.7M |
AAPL, AMZN, BPR, BRKB, MSFT
|
13F-HR |
1/31/2019, 01:25 PM |
Q3 2018 |
898 |
$840M |
+$93.6M |
-$64.6M |
+$29M |
AAPL, BPR, AMZN, MSFT, META
|
13F-HR |
11/13/2018, 04:46 PM |
Q2 2018 |
879 |
$778M |
+$80.3M |
-$64M |
+$16.2M |
AAPL, GGP, AMZN, META, WLDN
|
13F-HR |
8/3/2018, 02:09 PM |
Q1 2018 |
817 |
$745M |
+$62.1M |
-$81.5M |
-$19.4M |
AAPL, GGP, AMZN, WLDN, BRKB
|
13F-HR |
5/1/2018, 12:40 PM |
Q4 2017 |
856 |
$754M |
+$78.8M |
-$66.9M |
+$11.9M |
GGP, AAPL, AMZN, META, VIRC
|
13F-HR |
2/9/2018, 01:33 PM |
Q3 2017 |
837 |
$744M |
+$57M |
-$78.7M |
-$21.7M |
GGP, AAPL, WLDN, VIRC, META
|
13F-HR |
10/31/2017, 04:54 PM |
Q2 2017 |
838 |
$742M |
+$61.8M |
-$49.7M |
+$12.1M |
GGP, AAPL, WLDN, VIRC, META
|
13F-HR |
8/2/2017, 02:11 PM |
Q1 2017 |
842 |
$699M |
+$106M |
-$91.5M |
+$14.5M |
GGP, AAPL, WLDN, TRR, GE
|
13F-HR |
5/5/2017, 02:26 PM |
Q4 2016 |
820 |
$679M |
+$69.5M |
-$74.9M |
-$5.39M |
GGP, AAPL, GE, WLDN, VIRC
|
13F-HR |
1/25/2017, 03:16 PM |
Q3 2016 |
832 |
$649M |
+$78.6M |
-$40.3M |
+$38.4M |
GGP, AAPL, GE, WLDN, VIRC
|
13F-HR |
11/4/2016, 02:41 PM |
Q2 2016 |
789 |
$598M |
+$59.4M |
-$34.3M |
+$25.1M |
GGP, AAPL, GE, VIRC, UFI
|
13F-HR |
8/2/2016, 04:08 PM |
Q1 2016 |
755 |
$562M |
+$58.3M |
-$50.6M |
+$7.73M |
GGP, AAPL, GE, UFI, BRKB
|
13F-HR |
5/2/2016, 04:21 PM |
Q4 2015 |
743 |
$553M |
+$91.8M |
-$48.9M |
+$42.9M |
GGP, AAPL, GE, UFI, NRIM
|
13F-HR |
2/3/2016, 05:25 PM |
Q3 2015 |
724 |
$498M |
+$52.5M |
-$47.9M |
+$4.61M |
GGP, AAPL, JMBA, GE, WFC
|
13F-HR |
10/28/2015, 05:24 PM |
Q2 2015 |
730 |
$541M |
+$61M |
-$85.5M |
-$24.5M |
GGP, AAPL, GE, CVX, WFC
|
13F-HR |
8/10/2015, 03:36 PM |
Q1 2015 |
738 |
$585M |
+$71.2M |
-$140M |
-$69.1M |
GGP, AAPL, AAL, GE, MSFT
|
13F-HR |
5/12/2015, 05:04 PM |
Q4 2014 |
714 |
$651M |
+$75.7M |
-$91.7M |
-$15.9M |
VTI, GGP, AAPL, AAL, MSFT
|
13F-HR |
1/27/2015, 04:31 PM |
Q3 2014 |
691 |
$642M |
+$67.1M |
-$39.8M |
+$27.3M |
VTI, GGP, SHV, AAPL, WFC
|
13F-HR |
11/6/2014, 06:49 PM |
Q2 2014 |
662 |
$627M |
+$88.6M |
-$46.8M |
+$41.7M |
VTI, GGP, SHV, GE, WFC
|
13F-HR |
8/4/2014, 02:44 PM |
Q1 2014 |
626 |
$570M |
+$174M |
-$27.5M |
+$146M |
GGP, VTI, SHV, WFC, GE
|
13F-HR |
5/9/2014, 04:06 PM |
Q4 2013 |
588 |
$423M |
$0 |
$0 |
|
GE, AAPL, WFC, VTI, CVX
|
13F-HR |
2/3/2014, 03:51 PM |